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Load Rota Template

This guide will show you how to load a rota template in Workmax. Loading a rota template allows you to quickly create a new rota with all the shifts, employees, and settings included in the template.

How to Load Rota Template​

Manager or Admin Profile​

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Rotas & shifts" section.
  3. Select the rota you want to load the template for.
  4. Click on the "Actions" button.
  5. Click on the "Load Template" option.
  6. Select the template you want to load.
  7. Click on the "Load" button.

Workmax will now load the rota template, and you can view the rota with all the shifts, employees, and settings included in the template. If you have any questions or need help, please contact Workmax Support.